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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,239 | $160,070-54.2% | $147,117-50.2% | $145,897-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,340 | $5,285-17.9% | $4,932-12.0% | $4,663-6.9% |
| Participant deferral / active EE | $15,644 | $8,419+85.8% | $8,065+94.0% | $6,689+133.9% |
| Admin fee / account holder | $3,243 | $15,035-78.4% | $12,993-75.0% | $13,390-75.8% |